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Investing Topics: Cyclical Stocks

Mining for Value: A 2015 Story

By Yiannis G. Mostrous on Jan. 15, 2014

Excess capacity and weak demand growth have weighed on commodity prices and soured investor sentiment toward the mining industry. But efforts to slash capital expenditures and operating expenses should help our favorite names to dig their way out of this hole over the next two years.

The Small-Cap Wonder That Keeps on Trucking

By Elliott H. Gue on Dec. 31, 2013

Accelerating US economic growth and favorable valuations relative to their large-capitalization peers set the stage for small-cap names to outperform in 2014. Our top pick is an undervalued provider of freight services that stands to benefit from lower costs and growing demand.

Don’t Follow Warren Buffett’s Lead on ExxonMobil

By Elliott H. Gue on Dec. 13, 2013

On Nov. 14, 2013, Warren Buffett’s Berkshire Hathaway disclosed a position of more than 40 million shares in ExxonMobil Corp, an investment worth about $3.8 billion at the stock’s current quote. This massive investment made headlines, but individuals looking to invest in an integrated oil company have better options.